facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

About WK Financial Planning

At WK Financial, you and your family’s future is important to us. Our team is focused on providing customized advice tailored to your specific situation keeping in mind your goals. Now that we are working together and have opened the door to your opportunities, we would like to outline our commitment to you.

Our Promise

Friendly

Personable

Caring

Honest

Knowledgeable

Supportive


About WK Financial Planning


   

BEGIN Process

We use the begin process to better understand you, your family, your goals and ambitions as well as your financial situation.


   

Independent Advisors

Our #1 responsibility is you. Our recommendations are not tied to any particular product, service or company.


   

Customized

Our recommendations are personalized to suit your objectives and risk tolerance.


   

Connect

We can work and consult with your other professional advisors such as your lawyer and accountant.


   

Collaborate

Our advisors work together, as a team, to share knowledge, skills and experience for the benefit of our clients while maintaining client confidentiality.


   

Team

We have an excellent team of knowledgeable and experienced people. They are dedicated to helping us respond to your needs promptly.


   

The Extra Mile

We make the extra effort to meet with you at your convenience, whether at your home, office or our location.